Next Level Financial Services is a boutique full service financial advisory practice with offices in Mount Eliza and Hawthorn in Victoria. We work with people who are serious about achieving their personal and financial goals. We do this because we are passionate about helping those seeking unbiased, holistic and professional advice.
We specialise in personal superannuation, self-managed superannuation, personal insurances, investments, debt management, retirement planning, lifestyle planning, aged care advice and strategies to help you build wealth. Whether you require one-off advice or a comprehensive wealth management strategy, we can help you manage and secure a financial plan that's tailored to your goals.
As we also partner with specialists in the accounting, legal, investment research, real estate and property management fields, we can provide a comprehensive solution to all aspects of your financial plan.
All discussions with our clients commence with analysis of your personal, lifestyle and financial goals. For a no obligation discussion with one of our financial advisers please contact us on 03 9188 4254 or email [email protected] to book an appointment.
Corporate Authorised Representative (CAR) number 461059 of Integrity Financial Planners Pty Ltd Australian Financial Services Licence number 225051
We specialise in personal superannuation, self-managed superannuation, personal insurances, investments, debt management, retirement planning, lifestyle planning, aged care advice and strategies to help you build wealth. Whether you require one-off advice or a comprehensive wealth management strategy, we can help you manage and secure a financial plan that's tailored to your goals.
As we also partner with specialists in the accounting, legal, investment research, real estate and property management fields, we can provide a comprehensive solution to all aspects of your financial plan.
All discussions with our clients commence with analysis of your personal, lifestyle and financial goals. For a no obligation discussion with one of our financial advisers please contact us on 03 9188 4254 or email [email protected] to book an appointment.
Corporate Authorised Representative (CAR) number 461059 of Integrity Financial Planners Pty Ltd Australian Financial Services Licence number 225051
Current News:
New Staff Members:
We are very pleased to announce that two new staff members have joined the team at Next Level Financial Services.
Jayson Check is our new Associate Advisor and has been in the Financial Planning industry since 2018 and James Bigotto is a Paraplanner in his final year studying a Bachelor of Commerce at Deakin University, majoring in Finance. Both started employment with us on the 18th November 2024.
We welcome them to our office and look forward to their contribution to the Next Level team.
Jayson Check is our new Associate Advisor and has been in the Financial Planning industry since 2018 and James Bigotto is a Paraplanner in his final year studying a Bachelor of Commerce at Deakin University, majoring in Finance. Both started employment with us on the 18th November 2024.
We welcome them to our office and look forward to their contribution to the Next Level team.
Helpful advice on email & phone scams
In an ideal world this message would be unnecessary but sadly we’re seeing and hearing of an increasing number of email and phone scams.
Emails from Nigerian princes promising untold riches are still around, but scammers have become increasingly sophisticated to the point where it can be very hard to detect what’s genuine and what’s not.
Emails from Nigerian princes promising untold riches are still around, but scammers have become increasingly sophisticated to the point where it can be very hard to detect what’s genuine and what’s not.